For Over 25 Years DFC Intelligence Analysts Have Been Cited For Insights on the Video Game Industry

David Cole of DFC Intelligence is a widely quoted analyst sought out by leading business press including Bloomberg, The Wall Street Journal, Reuters, USA Today and Forbes as well as video game media including Game Developer (Gamasutra),, and many more. Reporters appreciate the candor DFC Intelligence provides in interviews which helps to influence stories, opinions and overall coverage. DFC values the role that media play in the gaming space and strives to be as accessible as possible to provide comments on companies, markets, technologies, titles and strategy.

Global Survey of Nearly 5,000 Teens and Adults Highlights Attraction of Major New Interactive Entertainment Frontier

Interacting with Streaming Video Looks to be a Major Driver for Media Companies Expanding in Video Game Space San Diego, CA: DFC Intelligence, a leading strategic research firm focused on video games and interactive entertainment, today announced the results of a survey of global consumers focused on their expectations and preferences around interacting with streaming video content. The survey…..
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News Release

   THE BUSINESS OF VIDEO GAMES: A COMPLETE OVERVIEW OF GAME INDUSTRY TRENDS October 5, 2018 SAN DIEGO, CALIF. – DFC Intelligence is pleased to announce the launch of a major new industry report, The Business of Video Games. This 300 page report consists of a complete overview of historical and current game industry …..
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News Release

 THE BUSINESS OF VIDEO GAMES: A COMPLETE OVERVIEW OF GAME INDUSTRY TRENDS October 5, 2018 SAN DIEGO, CALIF. – DFC Intelligence is pleased to announce the launch of a major new industry report, The Business of Video Games. This 300 page report consists of a complete overview of historical and current game industry trends and is …..
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Worldwide PC Game Market Forecast to Reach $37 billion by 2022

SAN DIEGO, CA: Industry analyst firm DFC Intelligence has released its new worldwide PC game market forecast.  DFC predicts that that the global market for games on personal computers will grow from $32 billion in 2017 to $37 billion by 2022.  This PC Game Market forecast represents a slight lowering of previous forecasts. “The PC game market is now in a fairly mature phase.  The next big growth driver will be the streaming of games.  However, that is still a…..
Read More Worldwide PC Game Market Forecast to Reach $37 billion by 2022

News Release

[vc_row][vc_column][vc_column_text]NEW HARDWARE EXPECTED TO DRIVE GAME INDUSTRY SALES OVER $100M IN 2017 June 27, 2017 SAN DIEGO, CALIF. – Video Game Industry analyst firm DFC Intelligence has issued a new brief with forecasts for the Microsoft Xbox One, including detailed forecasts for the upcoming Xbox One X game …..
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Nintendo Live Service Game

Could New Nintendo System Leapfrog PlayStation 5?

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The Nintendo Switch is arguably the most successful video game system ever. At least for Nintendo, if not for major third-party publishers. Of course, nothing lasts forever and inevitably Nintendo will need to release a new system. Given current market conditions, a major question is will a new Nintendo console with a strong online component for live service games make the PlayStation 5 obsolete? Switch In Downcycle Switch sales hit records in both 202…..
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Can Microsoft Control PC Game Distribution?

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PC game sales soared in 2020 driven by Covid stay-at-home orders. Sales leveled off in 2021 and the latest DFC forecasts predict a slight decline in 2022. However, at $37 billion a year the PC game business is as strong as ever and is the most lucrative platform for a wide range of products. With the potential Microsoft acquisition of Activision Blizzard, a major question is whether there will be a shakeup in PC software di…..
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Microsoft Acquisition of Activision Blizzard Should Be Approved

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Going into the last part of 2022 it is looking like the Microsoft acquisition of Activision Blizzard (ATVI) will be approved. Microsoft has successfully framed the deal as a means of improving its competitive position in the PC game and console game spaces, an area where Microsoft has struggled against Valve and Sony. However, becoming more competitive in the video game business is not the primary consideration driving the acquisition. The reality is that acquiring ATVI is not about Mi…..
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Elden Ring Sales Forecast

Few Major Video Game Releases for 2022

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It is no secret that the upcoming video game release schedule is limited.  Many big titles have been delayed until 2023 and beyond.  Surprisingly this could be a good thing for the industry and the titles that are released could see record sales. Of course, COVID is once again the primary culprit for product delays.  Hardware shortages occurred almost immediately with the 2020 shutdown.  However, with software products that have a 2-year plus development cycle the i…..
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PC Game Market Forecast

PC Game Market Hits $37 Billion

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After record sales for PC games in 2020, growth slowed in 2021.  Nevertheless, PC game sales are expected to remain at high levels in the coming years.  The PC has become a true cross-platform play for both console and mobile game manufacturers.  Going forward the line between game hardware platforms will become increasingly blurred even as a growing number of consumers own high-end PCs. In 2021, PC game sales were up 2% to $37 billion.  The …..
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PlayStation 5 Forecast

Subscription Services Drive Video Game Market Growth

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It is no secret that video game software delays will result in a weak holiday 2022 product lineup.  However, overall video game revenue in 2022 is expected to see continued growth without major new hits.  This is a sign of how the game industry has successfully moved to a games as a service model. In the latest DFC Intelligence market forecast 2022 software revenue from console and PC games …..
Read More Subscription Services Drive Video Game Market Growth

Throughout the years, DFC Intelligence has offered commentary on key topics of the time and has proven itself to be a reliable prognosticator of what’s current and what’s next in video gaming.

DFC Intelligence was an early tracker of online games and the movement to digital delivery. The Los Angeles Times and Salon are two examples of publications that contacted DFC to look ahead to online trends.

In both cases the major issue was how can the market grow and how many products can it support?

In 2002, The Los Angeles Times asked if Online Players Game for More Titles? The same year Salon did a deep piece on Showdown in cyberspace: Star Wars vs. The Sims

DFC was a pioneer in tracking the growth of a video game market in China.  Back in 2006 when there was no market the South China Morning Post quoted DFC on China as having major growth potential.  Of course, DFC underestimated that growth potential as China is now the world’s leading video game market.

In May 2006 South China Morning Post discussed an Alliance set to drive China gaming. DFC Intelligence discussed market size.

The Financial Times and Wall Street Journal were two publications that started to look at how online games might pioneer new business models and expand the audience. The focus was on mass market games going online. At the time, DFC Intelligence was working closely with companies like Lego and Disney to explore the market growth opportunities that exploded over the next decade.

In 2007 the Financial Times quoted DFC in an article about how Online extras drive computer games market. In 2009, the Wall Street Journal looked at the efforts of Disney, Lego, Marvel and others in Online Gaming: The Family Edition.

The past decade has seen enormous interest in the idea of cloud games, or what is now often called a Netflix for games. This trend has come and gone and saw its latest hype cycle in late 2019 when Google launched the Stadia service. As always, DFC Intelligence was around to burst a bubble in the latest big new thing, even as cloud games still have a big future.

The cloud game trend will only heat up in 2021 with new services from Microsoft and Amazon. This is a complicated on which DFC has a great deal to say. There will likely be some successful services but the competition will be stiff.

In October 2019, Investor’s Business Daily expressed DFC’s skepticism on new cloud services in Cloud Ventures Look to Upend the Traditional Video Game Business. In November 2019, Tech News World cut right to the chase with Early reviews suggest Google Stadia Needs More Time in the Oven. In early 2019, DFC was skeptical about Apple’s rumored game subscription service, but when the service launched at the end of the year we were impressed.

New video game hardware systems are the biggest news generator for the video game industry. DFC has a solid track record of assessing sales potential

The first console generation DFC forecasted in detail was for the 1995/1996 launch of the Sega Saturn, Sony PlayStation and Nintendo 64. Admittedly our forecasting was not as sophisticated. However, DFC was vocal about the long-term potential for dedicated console at a time when many analysts believed that personal computers would make consoles obsolete.

One of DFC’s first quotes was in Newsweek on the launch of the Nintendo 64. In describing the “incredible marketing” around Nintendo’s Hot Box we stated the core theme of the importance of marketing,

In 1999, the Los Angeles Times looked to DFC to analyze the market for new console systems. At the time the Sony PlayStation 2 and Sega Dreamcast were preparing for launch. The article was interesting because it quoted Kevin Bachus of Microsoft on why PCs were better than consoles. Bachus was a key pioneer behind the original Xbox which launched two years later.

Seduced by the Game Los Angeles Times May 1999

For the 2005/2006 launch of the Xbox 360, PlayStation 3 and Nintendo Wii, DFC Intelligence was more vocal in its opinion. Sony’s strategy was a mistake in DFC’s opinion and that was famously expressed in a piece entitled Could Sony go From First to Worst? Sony had a huge lead with the PS2, but DFC thought the company was opening the door for Nintendo and Microsoft. At the time this was a contrary opinion but it proved to be correct.

A month before the PS3 launch Business Week/Bloomberg asked DFC analyst David Cole to write an opinion piece entitled Console Wars Fought on Many Fronts. Gamasutra revisited the infamous 2006 DFC prediction in June 2007.

With the 2012/2013 launch of new systems, DFC’s analysis of the situation had flipped. This time it was Microsoft’s strategy that was questioned. DFC went on the record as saying that the PlayStation 4 would likely do very well with weaker offerings from both Microsoft and Nintendo. This proofed correct as the Wii U was one of Nintendo’s biggest failures and the PS4 outsold the Xbox One by about 2-to-1. While some observers claimed DFC was on Sony’s payroll the, at-the-time, pessimistic DFC forecasts for Microsoft and Nintendo were actually too high.

In Battle of the Boxes, the Economist talked to DFC about Microsoft’s strategy to try and conquer the living room.

In 2012, CNN quoted DFC in an article entitled Why Console Gaming is Dying? This was not our opinion but our analysis could definitely be used to make that argument.

The 2020 launch of the PlayStation 5 and Xbox Series X/S is a huge news story continuing into 2021. As details about the new systems were unveiled, DFC became increasingly vocal about its opinion. DFC now forecasts that the PlayStation 5 will significantly outsell the Xbox systems. However, this has become an increasingly complicated issue that is about more than just pure hardware sales. Increasingly consoles are becoming a platform to sell multiple services and the short-term versus long-term outlook is a complicated issue. To see some of DFC’s recent media insights. Check out some of these articles.

DFC Intelligence was fairly bullish about the Switch launch. For the first three years of the system Switch sales met our expectations. However, sales exploded with the COVID crisis of 2020. In 2021, a major focus will be on the sales potential for Nintendo products.

Analysis around Nintendo products has been a long-term topic for DFC Intelligence. Nintendo has proven how to capture revenue from rereleasing older video game products. This is a trend that many companies may look to capitalize on in coming years.

In late 2016 the New York Times asked DFC’s opinion on the NES Classic. A major theme of DFC analysis has been how video game companies can capture nostalgia and not necessarily focus on the bleeding edge.

A 2014 CNBC video piece interviewed DFC analyst David Cole on how Nintendo software did well despite poor hardware performance.

DFC Intelligence did detailed work on the 2007/2008 merger of Activision and Vivendi Universal to create Activision Blizzard. This included custom analysis for government regulators looking at anti-trust aspects. DFC data was used to show that the market for online games was much larger than the big open world MMO games that dominated the headlines at the time.

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A recent merger was the late 2020 acquisition of Zenimax Media/Bethesda Studios for $7.5 billion. DFC had done extensive work for investors over the years evaluating the value of Zenimax holdings.

USA Today

DFC Intelligence has been tracking mobile games for year and published early reports on the rise of the iPhone and gaming on smartphones and tablets.

In 2009, the Wall Street Journal talked to DFC about how the iPhone was driving growth in mobile games.

This was followed by an article on how Apple was becoming Nintendo’s leading rival.

Wall Street Journal

As the mobile game market has boomed, a major area of interest is in the ability of companies to launch high-end games and services for mobile devices.

In early 2019, Tech News World contacted DFC about Apple’s rumored new game subscription service. This eventually launched in launched in late 2019 as Apple Arcade.

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A major focus of DFC Intelligence is on changing ways companies are able to generate revenue from video game consumers.

This incudes areas like the emergence of games as a service and free-to-play games in first Asia and later on a global basis.

It also includes many diverse areas such as subscription models, advertising in video games, player to player wagering, building a metaverse and many more.

Variety looked to DFC to focus on advertising in video games.

The idea of wagering in video games has been around for years. In late 2020, Bloomberg came to DFC for an overview of this segment that DFC has helped investors cover for years.

DFC Intelligence frequently is asked to comment on sales potential for major upcoming product releases.

The specialty of DFC is sales and market potential for products or product categories. DFC regularly conducts private briefings on sales potential for companies and products.

Product and company analysis is made on a case-by-case basis.

See links for examples of past quotes.

In May 2020, Amazon launched its first major video game. DFC discussed with Reuters and CNN why Amazon’s game development strategy was flawed.

Bloomberg did a similar piece on the Amazon game release. Amazon game development. This was followed in January 2021 by a detailed analysis of struggles at Amazon Game Studios.

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Ouya was one of many startups looking to compete in the game console space. Reuters reported on this in 2013 using DFC numbers for context.

Reuters also contacted DFC to look at the category of online mystery games.

For many years, the annual E3 show in Los Angeles was a popular time for new product reveals. DFC always helped journalists looking to cover the hot news from the show.

USA Today